Naomi Shah, one of our analysts at USV, has been doing a deep dive on health care since she joined us this past spring.
She has started to publish a series of blog posts on what she has learned and what she thinks is investable at the intersection of healthcare and consumer tech.
Kind of like putting our playbook on display before we have even implemented it.
But that is how we roll at USV.
At least this way, we get feedback and input on these sector theses which ultimately make them even better.
And we get a lot of incoming pitches from entrepreneurs working in our target areas as a result of making our playbooks public.
She starts off her series with a post on the unbundling of health care and compares it to what has happened in financial services.
Naomi ends this post with this observation:
these observations seem to indicate some unbundling of the existing large, monolithic systems in healthcare towards a more open, local, independent and transparent model, with control residing with individual users. And ultimately, this could change the way healthcare is delivered to consumers.
